CAPTRUST Financial Advisors’s iShares MSCI USA Equal Weighted ETF EUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Sell |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $333K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $50K | Buy |
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|
2021
Q2 | $49K | Buy |
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